Lido Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Lido Advisors’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.9M	Buy	21,020 +1,428	+7%	+$264K	0.01%	569
2026 Q2	$3.57M	Sell	19,592 -1,466	-7%	-$259K	0.01%	591
2026 Q1	$3.34M	Sell	21,058 -471	-2%	-$77.9K	0.01%	551
2025 Q4	$3.5M	Buy	21,529 +74	+0.3%	+$12.2K	0.01%	550
2025 Q3	$3.49M	Hold	21,455	–	–	0.01%	523
2025 Q2	$3.24M	Hold	21,455	–	–	0.01%	474
2025 Q1	$2.92M	Buy	21,455 +13,675	+176%	+$1.96M	0.01%	455
2024 Q4	$1.11M	Buy	7,780 +305	+4%	+$43.9K	0.01%	723
2024 Q3	$1.04M	Sell	7,475 -251	-3%	-$33.8K	0.01%	691
2024 Q2	$1.02M	Buy	7,726 +895	+13%	+$114K	0.01%	660
2024 Q1	$875K	Hold	6,831	–	–	0.01%	710
2023 Q4	$796K	Buy	6,831 +1,143	+20%	+$124K	0.01%	702
2023 Q3	$594K	Buy	+5,688	New	+$619K	﹤0.01%	697

Other funds holding IYY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.38B AUM 16.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $595M AUM 20.6% 1-Year Est. Return

Lido Advisors's IYY Position: Q3 2026 in Review

Lido Advisors increased its iShares Dow Jones US ETF (IYY) stake by 7.3% in Q3 2026, buying an estimated $264K and bringing the position to 21,020 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #569.

Lido Advisors first reported a position in IYY in Q3 2023 and has held it in 13 quarters since. 201 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Lido Advisors held 21,020 shares of iShares Dow Jones US ETF worth $3.9M as of Q3 2026.
Lido Advisors bought 1,428 iShares Dow Jones US ETF shares in Q3 2026, an estimated $264K.
iShares Dow Jones US ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #569 holding.
Lido Advisors first reported a position in iShares Dow Jones US ETF in Q3 2023 and has held it in 13 quarters since.
201 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.